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Can Notes and/or Attachments from Salesforce Opportunity be added to a Workfront Project via Fusion?

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Level 3

My teams utilize notes and attachments sections on Salesforce Opps, sometimes, we'd like those notes/attachments to automatically be added to the Documents section of a Workfront project.

Has anyone tried this/knows if it's possible to do?

Thanks so much!

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3 Replies

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Administrator

Hey Allison!

Just seeing this post again and realized we have a Fusion 2.0 group that would be a great place to ask this question!

Have you joined @Workfront Fusion 2.0‚ yet?

Thanks!

Kyna

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Level 2

Hi Allison

You can definitely add notes and attachments from SF to a Workfront project. The following scenario illustrates:

0690z000008ZxWWAA0.png

The first module watches for attachments. You could do the same with notes.

The second module downloads the data, be sure to select attachment for attachment or document if it's a SF document:

0690z000008ZxWqAAK.png

The third module is where I get a projectID. This could be accomplished in many different ways like a search module that returns project ID(s).

The fourth module uploads to WF:

0690z000008ZxXyAAK.png

Notice the "Source file" field. Fusion is smart enough to recognize what modules have file outputs and you just need to select the SF download module.

Hope that helps

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Level 3

Thanks Sam!

This is very helpful. I'm specifically trying to get Notes from certain Opps to be moved to certain projects, as part of an already existing scenario.

How can I integrate this? My current scenario has a trigger module already, so I can't use the "watch for record"

I'd like to take Notes from the Opp that triggers the scenario and upload it to the created project.

Thanks!